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Client experience: Gather on mobile

Learn how clients access, sign, and upload documents in Gather using a mobile device.
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This article outlines the Gather experience for clients using a mobile device.
Review the following sections to learn about the client experience for accessing, signing, and uploading documents in Gather request. The steps outlined may or may not be available, or may appear in a different order, depending on the Gather settings defined by your tax firm.
note
  • Organizers can't be completed on a mobile device. The client must use a desktop computer.
  • Only signing engagement letters, completing custom questions, and uploading source documents are supported.
  • If there are no engagement letters or documents to upload, Gather directs the client to sign in on a desktop. The client must use the desktop to complete the request.
Initial Email
The client receives an email with a link to the designated tax Gather request. All emails come from noreply@safesendreturns.com.
  1. Select
    Let's Get Started
     to open the Gather request.
Homepage
The homepage shows the firm's logo and the name of the client.
  1. Select the
    More
     menu to:
    • View the contact person for your tax firm.
    • Update your profile information.
    • Logout.
  2. Select the
    Mail
     icon to view a message from your tax firm.
  3. Select
    Get Started
     to proceed to authentication.
Authentication
  1. Select the
    Send Code
     button. This sends a code to your email address or mobile device.
  2. Enter the 6 or 8-digit access code.
  3. Select
    Confirm
     to proceed to the
    Welcome Page
    .
Welcome page
A notification advises the taxpayer to switch to a laptop or desktop to complete their organizer.
Select
Ok
 to proceed.
Engagement letter
The client can choose to decline signing or select
Next
 to skip signing and complete it later. This option may or may not be available based on your firm's settings.
note
If the firm requires signing or the organizer includes fillable fields, the
Decline
 option won’t be available. To go to a different step, select a section at the beginning of the page. You can return to the
Sign
 section to complete signing at any time.
  1. Select the
    Start
     arrow to go to the 1st signature block.
  2. Select the signature block to open the
    Signature
     window.
  3. Type out or draw your signature.
  4. Select
    Apply
     to use this selected signature for all signature fields.
  5. Use the
    Next
     arrow to go to your next signature.
  6. Select the
    Next
     button once all signature fields are completed to continue.
  7. Enter or confirm the Spouse's email address (if necessary).
  8. Select
    Save & Continue
    .
Custom questionnaire
Complete the
Questionnaire
 in the
Answer
 section if included. This option may or may not be available based on your firm's settings.
  1. Answer the questions provided by your tax preparer.
    • You may receive the following question types:
      • Yes/No - These may have follow-up questions as well.
      • Short Answer.
      • Multiple Choice.
  2. Select
    Save & Close
     to continue later.
  3. Select
    Next
     to mark the questionnaire as completed.
    note
    The questionnaire can't be revisited if this option is selected.
Upload source documents
After completing signing, you are directed to
Upload
 documents. This option may or may not be available based on your firm's settings.
A list of requested files is displayed to help you determine what documents are needed. After the documents are uploaded, our Gather AI application recognizes and categorizes many of the documents. It may take a few minutes for the process to complete.
note
  • Supported file types include PDF, DOC, Excel, PNG and JPEG. Other file types can't be uploaded.
    • Only PDF and image files go through document recognition with Gather AI.
  • File names must be 200 characters or less.
  • Encrypted or password-protected documents should not be uploaded.
  • In Delivery Options, you can add documents with a 15 MB file-size limit or up to 3 files; scanned documents may be matched to DRL items, and you can preview or delete documents, with this feature appearing first in the client experience and also available on mobile.
  1. Select
    Upload Files
     to select files to upload.
  2. Review
     your document upload progress.
    • Recognized requested documents display a green checkmark.
    • Unrecognized documents are listed as
      Uploaded Files
      .
  3. Select
    Save & Close
     to continue later.
  4. Select
    Finish
     to mark the upload process as complete.
Completion
To complete the organizer, it must be accessed on a desktop, laptop, or tablet and filled out.
note
Organizers can't be completed on a mobile device.

This article applies to:

  • Product: safesend
  • Subject: AI
  • Audiences: Client

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